Jonathan Smith

About

I am a Financial Planner helping clients in Hitchin & surrounding areas to achieve their financial and lifestyle goals. Together with my business partner, Helena Wardle, I run Smith and Wardle Financial Planning. We specialise in creating financial plans and providing financial advice for the following groups of clients: - Those planning for the future - Those at retirement - Trustees - Those looking for help with Inheritance Tax planning - DIY investors requiring a sense check Why choose us? At Smith & Wardle, we understand that financial planning is about you and what you are trying to achieve. We spend time understanding your goals, what drives you, and what you want your future to look like, not just listing what you have and what you owe. Your aims are our aims. We specialise in creating financial plans and providing financial advice to guide you through life’s twists and turns. As independent financial planners, we listen to what’s important to you. Our transparent fixed fee structure separates us from other advisers and means our relationship is completely focused on you. A bit more about me: I have been helping people with their finances for 26 years. As a partner at Smith & Wardle, I am renowned for my technical knowledge of investments and trusts. I often work closely with solicitors and accountants to provide investment, pension, inheritance tax and estate planning advice to clients at all stages of life. I started my career at Lloyds Bank in 1993, providing generational financial advice to clients; many of whom are still my clients today! I moved to J Rothschild Assurance in 1998 and started to develop an interest in Inheritance Tax mitigation and trust work. Due to my expertise in trust work, I often work with multiple generations of the same family; advising grandparents, parents and children and allowing a deep understanding of each family’s needs and wishes to be built. I particularly enjoy the variety of my job. No two days are the same! My favourite moments are when clients who are confused about their finances or uninterested in the process become engaged and start to understand their situation. We're a very friendly bunch at Smith and Wardle, something our clients really value. The friendly, professional work environment our dedicated team have created is something that ensures our clients continue to want to work with us year after year. And which means my job is a pleasure. I look forward to meeting you.